Why WealthMan for PMS and AIF?
At WealthMan, we understand that sophisticated investors seek tailored investment solutions that align with their financial goals. That’s why we recommend Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) exclusively for clients with portfolios exceeding Rs 5 Crores. This threshold not only ensures that you can meet the minimum ticket sizes required for these investment options but also allows for effective diversification across various asset classes, minimizing risk while maximizing potential returns.
Our Approach
Our PMS offerings focus on accessing alpha-generating strategies in the small-cap and mid-cap segments, as well as high-yield credit funds that target returns greater than 10% on debt. These high-risk, high-return strategies can significantly enhance your portfolio, but they are not suitable for all investors. We do not recommend PMS and AIF strategies that invest in large-cap stocks, as they typically lack the alpha potential that more dynamic segments provide. It’s important to note that, overall, PMS and AIF should constitute less than 15% of an investor's portfolio to maintain a balanced risk profile.
By leveraging our expertise in PMS and AIF, you gain access to professionally managed portfolios designed to achieve your financial objectives while navigating complex investment landscapes.
To learn more about our PMS and AIF offerings and how they can fit into your investment strategy, contact us at hello@wealthman.in.